- Raymond James Financial, Inc. (Locust Valley, NY)
- …upon request to Financial Advisor. + Assists in development of financial models to forecast team revenue and income. + Assists with preparation of scheduled and ad ... hoc performance reports. + Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches. + Generates periodic reports on investment analyses and peer group comparisons with relevant… more
- Citigroup (Getzville, NY)
- …a financial services organization** **Experience with effectively analyzing Actual and Forecast results with a comprehensive knowledge of Transfer Pricing and other ... Intercompany items** **Thorough knowledge of key Interest Rate Risk metrics (IRE, EVS) , working knowledge of Citigroup Financial Systems (PEARL / GENESIS / Etc.)** **Proficiency with standard analysis tools (Excel / Access / SQL)** **Excellent written and… more
- Mizuho Corporate Bank (New York, NY)
- …in numerous areas including: + Developing and enhancing income statement and balance forecast models; + Liaising with banking and trading counterparts to manage and ... access the modeling data infrastructure; + Preparing high quality/robust model documentation and interfacing with Model Validation; and + General tasks associated with managing the bank's capital position. You will assume a key role in developing, validating,… more
- Otis Elevator Company (Albany, NY)
- …+ Use Otis' sales tools to effectively track opportunities, pipeline, and forecast sales results + Conduct sales negotiations and close deals, ensuring payment ... on time + Collaborate with fellow team members, including other sales representatives and field colleagues **What you will need to be successful** + You have a business or technical degree or have completed training as a technician or business administrator +… more
- SHI (Albany, NY)
- …to solve customer challenge + Provide frequent project status reports and monthly forecast to SHI Leadership + Align with Sales to identify, qualify and ensure ... projects are relevant, accurately estimated and prioritized during the proposal phase + Research and expand current opportunities and identify new opportunities + Develop business with existing customers and establish new customers through targeted sales… more
- The Highlands Living Center (Pittsford, NY)
- …including forms, reports, and schedules, in an organized and timely manner. + Forecast staff, equipment, and supply requirements, based on a master menu and dining ... room reservations. + Inspect supplies, equipment, and work areas to ensure efficient service and conformance to standards. + Fully understand and comply with all federal, state, county, and municipal regulations that pertain to health, safety, and labor… more
- JPMorgan Chase (New York, NY)
- …being represented on the platform. + Ability to incorporate current economic forecast information from internal and external sources into asset class and fund ... positioning communications and working knowledge of portfolio construction and strategic asset allocation. **Preferred qualifications, capabilities and skills** + Series 3, 7 and 63 certifications (or willingness to achieve) + MBA/CFA preferred JPMorganChase,… more
- Dow Jones (New York, NY)
- …create a headcount tracking process to achieve cross-team alignment and accurately forecast associated expense. + Assist in the creation, collection, and reporting ... of KPIs. + Lead ad-hoc financial analysis and projects to meet financial or business requests. + Monitor and report on the cost performance of acquisitions compared to deal expectations, providing detailed analysis to guide post-merger integration and cost… more
- JPMorgan Chase (Brooklyn, NY)
- …+ Ensure regulatory and financial compliance for internal and external reporting + Prepare forecast of fund expense budget for new funds and ongoing fund expenses + ... Collaborate with internal teams (ie tax, investor relations and middle office) + Respond to investor, internal and external queries + Contribute industry knowledge on review of fund documents and participate in internal calls on fund launches + Review fund… more
- NBC Universal (New York, NY)
- …and banking activities + Develop the company's cash and liquidity rolling forecast process which includes active engagement with business units, FP&A, Tax, and ... Controllership to improve accuracy and reduce variances between forecasts and actuals + Support foreign exchange trading activities and trade settlement processing + Evaluate opportunities to optimize cash visibility and reporting, streamline processes through… more